| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 13,815 | $628,446.7 | $796,434.75 | $167,988.05 | 26.73% |
Loraine Ell Better Money Decisions LLC | 88,618 | $2.88M | $5.11M | $2.23M | 77.43% |
Jeff Ameen Spire Wealth Management | 365 | $12,099.78 | $20,958.3 | $8,858.52 | 73.21% |
| JT Jarrett Topel Topel & Distasi Wealth Management LLC | 5,236 | $141,248.78 | $301,227.08 | $159,978.3 | 113.26% |
Jodi Greenlund Financial Council LLC | 28,388 | $1.05M | $1.63M | $579,035.4 | 54.93% |
| AB Andrew Blass Atlantic Private Wealth LLC | 71,500 | $2.38M | $4.11M | $1.74M | 73.18% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 30,142 | $1.49M | $1.74M | $251,682.54 | 16.92% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 14,069 | $692,476.18 | $812,062.68 | $119,586.5 | 17.27% |
Kathleen Thornhill Confluence Wealth Services Inc. | 8,691 | $380,107.65 | $501,470.7 | $121,363.05 | 31.93% |
| SK Stephen Kenney Gray Private Wealth LLC | 6,283 | $268,803.67 | $362,246.36 | $93,442.69 | 34.76% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 14,285 | $577,892.7 | $823,601.67 | $245,708.97 | 42.52% |
| SC Scott Crane Crane Advisory LLC | 6,244 | $247,912.2 | $360,591 | $112,678.8 | 45.45% |
| SC Salvatore Cocivera Cora Capital Advisors LLC | 5,225 | $273,966.04 | $301,195.12 | $27,229.08 | 9.94% |
| JG Jacob Going Alpine Bank Wealth Management | 70,342 | $3.1M | $4.06M | $957,335.69 | 30.87% |
Matthew J. Syverson Sound Stewardship, LLC | 16,074 | $769,427.05 | $924,255 | $154,827.95 | 20.12% |
Joshua Stipcich Tidemark, LLC | 1,298 | $63,888 | $74,842.68 | $10,954.68 | 17.15% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,266 | $154,776.49 | $187,909.31 | $33,132.82 | 21.41% |
Adam Colby Wealth Group Ltd | 5,570 | $274,155 | $320,442.1 | $46,287.1 | 16.88% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 7,189 | $378,808.7 | $413,367.5 | $34,558.8 | 9.12% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 11,931 | $503,343.58 | $686,688.7 | $183,345.12 | 36.43% |